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Category Archives: Asset Allocation
We Need to Talk About the Yield Curve
What is the yield curve and why should I care? The yield curve is a graph of the yields that government bonds are paying, arranged in order of time to maturity. You should care because the cost of mortgages, bank … Continue reading
Posted in Asset Allocation, Bonds, Equities, Investing
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It’s Time For Predictions; I Don’t Play That
Here we are at the start of a new year and a new decade. Is it really a new decade? Personally, I’m the sort who starts counting at one, not zero, but I’ll go along and say it is a … Continue reading
Posted in Asset Allocation, Equities, Investing
Tagged Asset Allocation, Equities, Forecasts, Investing
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Diversification’s Gold Standard
I am an advisor with a past, a past managing global bond funds. For over twenty years, I invested in a vast array of markets and bond sectors around the globe. These included sectors like high yield and emerging markets … Continue reading
Posted in Asset Allocation, Equities, Investing, Market Cycles, Rates, Volatility
Tagged Asset Allocation, Economics, Equities, Investing, Rates
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Finance Is a Language
He walked quietly into the lecture room, tall, thin and pale. His suit hung loosely off his frame. He spoke softly: “This is 15.439, Problems in Finance. There is a list of 50 problems for this course. If we do … Continue reading
Posted in Asset Allocation, Bonds, Economics, Finance, Investing
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Hitting ‘Em Where They Ain’t
“Keep your eye on the ball and hit ‘em where they ain’t” … Continue reading
Posted in Asset Allocation, Bonds, Currency, Equities, Investing
Tagged Asset Allocation, Bonds, Equities, FX, Investing
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